Your Account

Get Started with Benefix and Make the Most of Your Account

10 articles in this collection
Written by Lauren Hershey and Cindy Fillgrove

Getting Started

Default Sort Order

How to see your proposal in a particular order

Written by Lauren Hershey
Updated over a week ago

Email Communication Settings

Written by Lauren Hershey
Updated over a week ago

Account Maintenance

Edit Your Account Information

Configure and customize your benefix account

Written by Lauren Hershey
Updated over a week ago

Password Guide

How to unlock your account, reset or recover your password.

Written by Cindy Fillgrove
Updated over a week ago

"Assign to Broker" Feature

Written by Lauren Hershey
Updated over a week ago

How to Invite a Downstream Broker or Brokerage

This is only available to GA Admin level permissions

Written by Lauren Hershey
Updated over a week ago

Roles and Permissions

Written by Lauren Hershey
Updated over a week ago

Carrier Maintenance

Managing Your Carriers

Select the carriers your brokerage wants to quote

Written by Lauren Hershey
Updated over a week ago

How to "Favorite" Plans

Written by Lauren Hershey
Updated over a week ago

UnitedHealthcare Appointment

Written by Lauren Hershey
Updated over a week ago